Russell Investments Group
SDVY icon

Russell Investments Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Russell Investments Group’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.7K Sell
642
-363
-36% -$15.1K ﹤0.01% 3752
2026
Q1 		$39.6K Sell
1,005
-146
-13% -$5.93K ﹤0.01% 3398
2025
Q4 		$44.1K Buy
1,151
+826
+254% +$31.4K ﹤0.01% 3347
2025
Q3 		$12.4K Buy
325
+28
+9% +$1.04K ﹤0.01% 3737
2025
Q2 		$10.5K Hold
297
– – ﹤0.01% 3325
2025
Q1 		$9.95K Sell
297
-49
-14% -$1.75K ﹤0.01% 3238
2024
Q4 		$12.4K Sell
346
-108
-24% -$4.04K ﹤0.01% 3098
2024
Q3 		$16.5K Sell
454
-118
-21% -$4.12K ﹤0.01% 2995
2024
Q2 		$19.1K Buy
+572
New +$19.3K ﹤0.01% 2947

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Russell Investments Group's SDVY Position: Q2 2026 in Review

Russell Investments Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 36% in Q2 2026, selling an estimated $15.1K and leaving 642 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3752.

Russell Investments Group first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. The position peaked at $44.1K in Q4 2025. 419 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Russell Investments Group held 642 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $27.7K as of Q2 2026.
  • Russell Investments Group sold 363 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $15.1K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3752 holding.
  • Russell Investments Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
  • Russell Investments Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $44.1K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.